Santori & Peters Inc’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
2,474
+7
| +0.3% | +$643 | 0.08% | 59 |
|
|
2025
Q1 | $227K | Buy |
2,467
+18
| +0.7% | +$1.66K | 0.09% | 58 |
|
|
2024
Q4 | $202K | Buy |
2,449
+18
| +0.7% | +$1.48K | 0.08% | 65 |
|
|
2024
Q3 | $219K | Buy |
+2,431
| New | +$219K | 0.09% | 59 |
|
|
2018
Q1 | – | Sell |
-1,928
| Closed | -$85K | – | 452 |
|
|
2017
Q4 | $85K | Buy |
+1,928
| New | +$85K | 0.08% | 82 |
|